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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,170 | $102,422+11.5% | $147,117-22.4% | $80,959+41.0% |
| Participation rate | 47.6% | 75.9%-28.3pp | 82.2%-34.6pp | 67.7%-20.0pp |
| Annual return | 21.99% | 135.16%-113.2pp | 420.54%-398.6pp | 35.67%-13.7pp |
| Employer contribution / active EE | $1,239 | $3,717-66.7% | $4,932-74.9% | $2,757-55.1% |
| Participant deferral / active EE | $1,742 | $6,652-73.8% | $8,065-78.4% | $4,300-59.5% |
| Admin fee / account holder | $3,317 | $7,953-58.3% | $12,993-74.5% | $6,925-52.1% |